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Customizing Your Firm's Appearance (Logo and Colors)

Written by Taylor Stewart

Open the profile menu and select Advisor Settings, then find Appearance on the Settings page. Use this section to set the primary color and logo that represent your practice in Kerdora and on PDF reports.

How do I change the primary color?

  1. Open Advisor Settings → Appearance.

  2. Select the Primary Color field.

  3. Choose or enter the six-character hex color you want.

  4. Leave the field after confirming the new color appears in the app.

Kerdora rejects a color that is too light to remain readable in the interface. If that warning appears, choose a darker color.

Select Reset beside Primary Color to restore the current default, #9643d1.

How do I upload or replace the logo?

  1. In Appearance, select Upload beside Logo.

  2. Choose a JPG, PNG, GIF, or WebP image no larger than 10 MB.

  3. Use the image crop dialog to position and crop the logo.

  4. Confirm the crop and wait for the logo preview to update.

Uploading another image replaces the existing custom logo. Select Reset beside Logo to remove the custom image and return to Kerdora's default branding.

Where does the branding appear?

The Appearance section states that the primary color customizes the app and the logo appears in the upper-left of the app and on PDF reports. The client experience inherits the practice branding associated with the advisor.

After changing either value, verify the logo and color in the application navigation. Generate a test PDF before a client meeting when the report presentation matters. If the old image remains briefly, reload after the upload finishes before uploading the same file again.

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